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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,647 | $100,003-91.4% | $146,685-94.1% | $85,856-89.9% |
| Participation rate | 61.5% | 73.1%-11.5pp | 80.1%-18.5pp | 69.3%-7.8pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.75%-22.7pp | 318.58%-318.6pp |
| Employer contribution / active EE | $1,641 | $2,559-35.9% | $4,137-60.3% | $2,565-36.0% |
| Participant deferral / active EE | $4,485 | $4,006+11.9% | $5,507-18.6% | $3,952+13.5% |
| Admin fee / account holder | $124 | $7,704-98.4% | $10,281-98.8% | $6,261-98.0% |